Upexi, Inc.

NasdaqCM:UPXI Stock Report

Market Cap: US$54.8m

Upexi Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:UPXI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
23 Dec 25BuyUS$90,000Allan MarshallIndividual50,000US$1.80
16 Dec 25BuyUS$310,500Allan MarshallIndividual150,000US$2.07
20 Nov 25BuyUS$127,500Eugene SalkindIndividual50,000US$2.55
17 Nov 25BuyUS$546,000Eugene SalkindIndividual200,000US$2.81
22 Jul 25BuyUS$97,770Lawrence DuganIndividual16,000US$7.50
11 Jul 25BuyUS$799,998Allan MarshallIndividual161,943US$4.94
11 Jul 25BuyUS$100,000Eugene SalkindIndividual20,243US$4.94
17 Apr 25BuyUS$100,001Andrew NorstrudIndividual43,860US$2.28
17 Apr 25BuyUS$1,500,001Allan MarshallIndividual657,895US$2.28
17 Apr 25BuyUS$550,002Eugene SalkindIndividual241,229US$2.28

Insider Trading Volume

Insider Buying: UPXI insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of UPXI?
Owner TypeNumber of SharesOwnership Percentage
Private Companies1,980,5222.84%
Individual Insiders6,298,6059.03%
Institutions20,891,95329.9%
General Public40,589,50158.2%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 5181.2%.

Top Shareholders

Top 25 shareholders own 39.46% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.32%
Marex Group plc
5,805,142US$4.6m132%0.05%
5.8%
Allan Marshall
4,046,261US$3.2m86.4%no data
3.96%
Arrington Capital Investment Management, LLC
2,760,107US$2.2m0%1.11%
3.34%
MM Asset Management Inc
2,326,777US$1.8m203%0.11%
2.84%
Cnc Inversiones Limited
1,980,522US$1.6m0%no data
1.29%
Jane Street Group, LLC
899,826US$706.5k46.3%no data
1.21%
Millennium Management LLC
846,545US$664.6k131%no data
1.2%
Brian Rudick
838,597US$658.4k0%no data
1.13%
Eugene Salkind
788,220US$618.8k34.7%no data
1.1%
Susquehanna International Group, LLP
769,732US$604.3k2.43%no data
1.07%
Qube Research & Technologies Ltd
744,441US$584.5k0%no data
1.04%
Group One Trading LLC
728,927US$572.3k0%0.01%
1.02%
The Vanguard Group, Inc.
710,744US$558.0k0%no data
0.98%
BlackRock, Inc.
681,308US$534.9k-0.11%no data
0.72%
Geode Capital Management, LLC
499,610US$392.2k9%no data
0.69%
UBS Asset Management AG
479,885US$376.8k-36.6%no data
0.64%
Osaic Wealth, Inc.
444,951US$349.3k2,270%no data
0.59%
Andrew Norstrud
409,138US$321.2k0%no data
0.58%
Point72 Asset Management, L.P.
406,258US$319.0k0%no data
0.52%
Quadrature Capital Limited
361,657US$283.9k0%no data
0.4%
Balyasny Asset Management L.P.
279,579US$219.5k0%no data
0.28%
Citadel Advisors LLC
197,180US$154.8k220%no data
0.28%
State Street Global Advisors, Inc.
192,022US$150.8k0%no data
0.25%
Two Sigma Investments, LP
174,767US$137.2k0%no data
0.22%
XTX Markets Limited
152,873US$120.0k388%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/04 22:24
End of Day Share Price 2026/03/04 00:00
Earnings2025/12/31
Annual Earnings2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Upexi, Inc. is covered by 3 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Brian KinstlingerAlliance Global Partners
Brett KnoblauchCantor Fitzgerald & Co.
Thomas ShinskeCantor Fitzgerald & Co.